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All of us have dreams for the future but most of us don’t know the best way to get there. We are your coach and counselor. We help you turn your dreams into goals and goals into reality.

Video Archive

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Money Minute- Maximize Your Tax Return Potential May 4, 2023 Nicki sits down to provide tips on better ways to utilize tax refunds.
Money Minute- Spouses and Retirement April 6, 2023 Nicki sits down to discuss how different couples approach funding their retirement plans.
In the News - Banking March 20, 2023 Tim sits down to provide context on how banking works.
GFP Quarterly Report- Q4 2022 February 21, 2023 Tim and Nichole discuss the fourth quarter of 2022.
GFP Quarterly Report - Q3 2022 November 17, 2022 Nichole and Tim review the third quarter of 2022 and discuss what continued inflation concerns could mean for the rest of the year. Securities offered through Cambridge Investment Research, Inc.,...
Quarterly Report - Q2 2022 July 21, 2022 Nichole and Tim review the second quarter of 2022 and discuss what continued inflation concerns could mean for the rest of the year. Securities offered through Cambridge Investment Research, Inc.,...
Take the Next Step Your path to financial freedom starts here.
  1. 1 Schedule A Consultation.

    We’ll get to know you and your financial objectives to figure out where to go from here.

  2. 2 Meet With Us.

    Together we’ll work towards a plan that is customized to your personal needs.

  3. 3 Move Toward Financial Success.

    As life changes, we’ll adjust your strategy to help match your new life situation.